Slotting plans

A slotting plan links the proposed work to its stock request. The Inventory Clerk records the zone, planned date, capacity in cubic feet and required cubic feet. The plan also carries the channel, priority, safety stock quantity and allocation rule so the Inventory Supervisor can understand both the space question and the operating policy behind the proposal.

The supervisor reviews the submitted revision and decides whether to approve or reject it. Plan approval and stock request approval have their own actions. Agree the order of those decisions during setup, then coordinate completion with the physical work and its posted stock evidence. A plan marked Completed should be understandable to someone following the request later.

• Proposal details. The Inventory Clerk records the space comparison and intended zone under the selected stock request. The planned date gives the team a basis for discussing when the placement should happen.
• Allocation policy. Channel, priority, safety stock and the allocation rule describe how the plan should be used. The active setting and effective date help the team identify the policy intended for the current work.
• Independent decision. A Draft plan moves to Submitted, then an Inventory Supervisor who did not create it approves or rejects that revision. The decision date and revised state remain available for follow-up.

Agree how staff measure capacity and required space, including what the figures include. Use cubic feet consistently and identify who checks the measurements. If several proposals concern the same zone, review them together before committing the space; adding each plan’s capacity would count the same physical area repeatedly.

Define the meaning of priority and the channel label for your operation. Write the allocation rule so the reviewer can explain it to the Inventory Clerk. Agree how the effective date relates to the planned work and who requests completion after an approved plan has been carried out. Review the stock request separately before posting any quantity effect.

Use a rehearsal plan for placing reserve stock in a warehouse zone. Enter the measured capacity and the space required by the proposed stock. Have the Inventory Supervisor compare the figures, review the safety stock policy and decide the submitted revision. A proposal that needs a different zone can be rejected with the reason carried into the team’s follow-up.

Test an attempt by the plan creator to decide the same proposal, then try an action prepared against an older revision. Both must be refused. For an approved plan, coordinate the stock request execution and request plan completion. Inspect the plan and movement separately so the team can explain which action changed the stock balance and which action closed the planning work.

• Allocation Policies Register — Active plans with their channel, priority, safety stock and effective date.
• Slotting Review Inbox — Submitted proposals with zone capacity and required space for the supervisor’s decision.

Follow slotting review, then use posting and verification for the quantity effect.